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iShares Micro-Cap ETF

205 hedge funds and large institutions have $455M invested in iShares Micro-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 80 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

58% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 80

Holders
205
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.76M
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$8.57M
2 -$4.96M
3 -$3.6M
4
Jane Street
Jane Street
New York
-$2.44M
5
Stifel Financial
Stifel Financial
Missouri
-$2.23M
Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
126
Burke & Herbert Bank & Trust
Virginia
$262K
WIA
127
World Investment Advisors
California
$262K
FHA
128
First Horizon Advisors
Tennessee
$258K
KG
129
Kieckhefer Group
Wisconsin
$255K
AGC
130
Aspen Grove Capital
Colorado
$250K
NL
131
NWAM LLC
Washington
$247K
WHCFA
132
William Howard & Co Financial Advisors
Tennessee
$242K
JPLA
133
Joseph P. Lucia & Associates
New York
$238K
TFG
134
Tilson Financial Group
New Jersey
$238K
CMMS
135
Comprehensive Money Management Services
Florida
$234K
JIC
136
Joel Isaacson & Co
New York
$232K
PGA
137
Portland Global Advisors
Maine
$226K
IWC
138
Integrated Wealth Concepts
Massachusetts
$225K
WBCM
139
Wilson & Boucher Capital Management
California
$221K
MSAM
140
Moloney Securities Asset Management
Missouri
$212K
Cerity Partners
141
Cerity Partners
New York
$207K
FFM
142
Forum Financial Management
Illinois
$205K
AC
143
Annandale Capital
Texas
$204K
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$196K
CA
145
CoreCap Advisors
Michigan
$178K
BBHC
146
Brown Brothers Harriman & Co
New York
$167K
FFA
147
Farther Finance Advisors
California
$134K
AWM
148
Angeles Wealth Management
California
$121K
IA
149
IFP Advisors
Florida
$118K
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$114K